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Allen Sykes, CPA
Senior Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Information
Mr. Sykes is an engineering graduate of Oklahoma State University and received his MBA from the Cox School of Business at Southern Methodist University. He is a CPA with over 25 years of experience in the financial services industry including business tax planning and preparation, personal financial planning, trust administration, investment/asset management, and estate planning and administration. He is a board member of the Waco Independent School District, the McLennan County Appraisal District, and the Waco ISD Education Foundation. He and his wife, Jane, are members of First United Methodist Church and have two sons, Brian and Kevin.
My Expertise
- 401(k) Plans
- Advisory Services
- Business Succession Planning
- Estate and Tax Planning
- Foundation Asset Management
- Guardianship Services
- Investment Management
- Legacy and Wealth Transfer Management
- Non-Profits
- Oil, Gas and Mineral Management
- Real Estate Management
- Special Needs/Court Trusts
- Asset Management
- Estate Planning & Administration
- IRAs
- Retirement Planning
- Trust Planning & Administration
My Office
Branch Address
1700 North Valley Mills Drive
Waco, TX 76710
United States
